Saturday, October 21

SECTION PROGRAM

8:00AM – 9:15AM

Divide & Conquer:  Asset Protection Through Split Interests and the Challenging Tax Consequences Thereof  (Joint)

Asset protection through the creative use of life estates, joint annuities, GRATs, defective grantor trusts, stripped notes and other fancy footwork - and the tax consequences thereof. 

Panelists:              Mario A. Mata, Cantey & Hanger LLP, Dallas, TX

                Christopher A. Sega, Venable LLP, Washington, DC

Co-Sponsored by:  Asset Protection Planning Committee (PT) and Fiduciary Income Tax Committee (Tax)